Create a Notification Flow

After you create a custom notification, you can use it in an autolaunched flow.

  1. From Setup, in the Quick Find Box, enter Process Automation, and select Flows.
  2. Create a flow.
  3. Select Autolaunched Flow, and click Create.

Add resources to the autolaunched flow. For each resource listed in the Record Resources table, navigate to the Manager tab, click New Resource, and fill in the fields accordingly.

FieldResource OneResource TwoResource Three
Resource TypeVariableVariableVariable
API NameOrderSummaryRecordorderSummaryRecordIDcustomNotificationRecordId
Data TypeRecordRecordRecord
ObjectOrder SummaryOrder SummaryCustom Notification Type
Allow Multiple Values?NoNoNo
Availability Outside the FlowAvailable for InputNoneNone
FieldResource OneResource Two
Resource TypeVariableVariable
API NamecustomNotificationTypeDevNameRecipientId
Data TypeTextText
Allow Multiple Values?NoYes
Default ValueOrder_Summary_Bell_Notification_TypeNote: Order_Summary_Bell_Notification_Type refers to the name of your custom notification type.N/A

On the Element tab, create two Get Records elements using this information.

FieldElement OneElement Two
LabelgetOrderSummaryRecordgetCustomNotificationTypeRecord
API NamegetOrderSummaryRecordgetCustomNotificationTypeRecord
ObjectOrder SummaryCustom Notification Type
Conditions
  • Condition requirements: Conditions are met
  • Field: ID
  • Operator: Equals
  • Value: {!OrderSummaryRecord.Id}
Note: OrderSummaryRecord refers to the API name of the first variable that you created in this flow.
  • Condition requirements: Conditions are met
  • Field: DeveloperName
  • Operator: Equals
  • Value: {!customNotificationTypeDevName}
Note: customNotificationTypeDevName refers to the API name of the third variable that you created in this flow.
Sort OrderNot SortedNot Sorted
How Many Records to StoreOnly the first recordOnly the first record
How to Store Record DataChoose fields and assign variables (advanced)Choose fields and assign variables (advanced)
Where to Store Field ValuesTogether in a record variableTogether in a record variable
RecordorderSummaryRecordIDcustomNotificationRecordId
Select [Object] Fields to Store in Variable
  • ID
  • OwnerId
  • ID

  1. On the Element tab, drag an Assignment element to the canvas.

  2. Fill in the Assignment element form.

    1. For Label, enter assignRecipientId.

    2. For API Name, enter assignRecipientId.

    3. For Variable, select RecipientId.

    4. For Operator, select Add.

    5. For Value, select orderSummaryRecordID and ownerId. The field value is {!orderSummaryRecordID.OwnerId}.

  3. On the Element tab, drag another Action element to canvas.

  4. Search all actions, and select Send Custom Notification.

  5. Fill in the Action element form.

    1. For Label, enter Send Notifications.

    2. For API Name, enter Send_Notifications.

    3. For Custom Notification Type ID, enter {!customNotificationRecordId.Id}.

    4. For Notification Body and Notification Title, enter your message, such as Your order is confirmed..

    5. For Recipient IDs, enter {!RecipientId}.

    6. For TargetID, enter {!orderSummaryRecordID.Id}.

  6. Connect all your elements, and click Save.

  7. Save your flow.

    1. For Label, enter Order Summary Bell Notification Flow.

    2. For API Name, enter Order_Summary_Bell_Notification_Flow.

  8. Click Done, and activate your flow.

Here’s an example flow with the elements connected.

Example flow with connected elements